LPL Financial Holdings Inc (LPLA)
Financial Services
Capital Markets
353.70 $
+4.3%
vs. previous close
Closing price · As of: 31. Jul 2026
Who owns LPL Financial Holdings Inc (LPLA)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 98.3% of the shares are freely tradable; institutional investors hold 105.8%.
Ownership Structure
Institutional ownership
Share of the stock held by institutional investors (funds, banks, insurers) according to regulatory filings.
105.8%
Insiders
Share of the stock held by the executives, founders and major shareholders of the company itself.
0.4%
Float
Share of stock freely tradable on the market — not locked up in the hands of founders, insiders, or major shareholders.
98.3%
Short % of float
Shares sold short as a percentage of the freely tradable float — high values signal many bets on falling prices.
6.1%
Shares Outstanding
Total number of shares issued. Price times share count gives market cap.
80Mio.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 6.22 | 4,974,255 | -0.3 | 03/31/2026 |
| Dodge & Cox | 5.18 | 4,146,547 | +5.0 | 03/31/2026 |
| Boston Partners Global Investors, Inc | 5.17 | 4,131,498 | +16.4 | 03/31/2026 |
| Massachusetts Financial Services Company | 4.84 | 3,869,359 | +4.0 | 03/31/2026 |
| Vanguard Portfolio Management, LLC | 4.82 | 3,851,978 | +0.0 | 03/31/2026 |
| HHG PLC | 4.58 | 3,666,780 | +8.6 | 03/31/2026 |
| Vanguard Capital Management, LLC | 4.50 | 3,596,968 | +0.0 | 03/31/2026 |
| Principal Financial Group Inc | 3.30 | 2,636,544 | +36.3 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Dodge & Cox Stock I | 3.77 | 3,017,127 | +8.1 | 06/30/2026 |
| Vanguard Morn Total Stk Mkt Idx Investor | 3.17 | 2,539,315 | -0.4 | 06/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Data as of: July 31, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.